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Experience

As a member of our wealth management group, I proactively help my clients minimize their tax bills with creative tax and business services. From income tax, estate, and gift planning to business transactions and investments, I advise wealthy entrepreneurs on many aspects of their financial decisions and how best to prepare for the road ahead. I also advise real estate developers on income tax planning, real estate transactions, and partnership taxation.

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Specializes In

I’m an accomplished woodworker. My major ongoing project is a log home in Northern Michigan.

Additional Thoughts

Do dividends matter?
Jim Baird Wealth Management
Blog February 20, 2019 1 min read
What does the global earnings story look like for 2019?
Jim Baird Wealth Management
Blog February 20, 2019 1 min read
CPI unchanged in January, falling to 1.6% over past year
Jim Baird Wealth Management
Blog February 13, 2019 1 min read
Did the government shutdown have an impact on the economy?
Jim Baird Wealth Management
Blog February 7, 2019 1 min read